We provide lender-ready capital raise packaging and debt or equity placement support for business owners and buyers looking to secure serious term sheets and close funding on a defined timeline.
For business owners and acquirers pursuing private debt or equity, submit your deal for review. We revert within one working day with next steps and either a quote for our services.
For pre-submission discussions, we offer paid consultations. To initiate underwriting and lender outreach, submit the deal.
Effective Date: March 25, 2026
This Regulatory Disclaimer (the "Disclaimer") applies to all content, communications, websites, portals, forms, proposals, presentations, memoranda, engagement letters, service descriptions, calls, emails, and other materials issued by Financely ( "Financely", "we", "us", "our") and any related platform, intake form, quote page, or client portal (the "Platform"). By accessing the Platform, submitting information to us, requesting a quote, booking a consultation, signing an engagement, or otherwise interacting with our Services, you ( "Client", "you", "your") acknowledge and agree to this Disclaimer.
Financely is not a securities broker-dealer. We are not registered as a broker-dealer, securities dealer, investment dealer, or public placement intermediary. We operate as a private debt and specialty finance advisory firm on a best efforts basis.
Where regulated execution is required, licensed third parties are brought in. Depending on the mandate, jurisdiction, product type, investor category, or transaction structure, Financely may coordinate with appropriately licensed placement agents, broker-dealers, securities firms, regulated lenders, law firms, or other authorized professionals to execute or support the mandate.
Financely provides advisory, structuring, underwriting preparation, packaging, transaction coordination, lender approach strategy, capital introduction support, and mandate management services in relation to private credit, private debt, specialty finance, trade finance, project finance, commercial real estate finance, business acquisition finance, receivables finance, and related institutional or private capital solutions.
All Services are provided on a best efforts basis unless a written agreement expressly states otherwise. Financely does not guarantee capital raising, debt placement, approvals, closings, investor participation, lender interest, issuance of instruments, execution timing, pricing, or transaction completion.
Financely’s role is limited to private market mandates and private debt or specialty finance transactions. Our work is directed toward non-public, negotiated transactions involving private lenders, private credit funds, family offices, institutional counterparties, specialist finance providers, or other eligible market participants, subject to applicable law and deal-specific restrictions.
Financely does not operate a public securities market business, does not underwrite public offerings, does not run an exchange, does not maintain a multilateral trading facility, and does not engage in retail securities distribution to the public.
Financely is not a securities broker-dealer and does not hold itself out as one. We do not represent that we are licensed to effect securities transactions for the account of others in any jurisdiction where such licensing or registration is required.
To the extent a mandate may involve activities that constitute securities brokerage, securities placement, securities solicitation, capital markets intermediation, investment services, or any other regulated activity under applicable law, Financely does not perform such regulated activity in an unlicensed capacity.
Any references on our Platform or in our materials to capital raising, debt placement, investor access, introductions, structuring support, placement support, or transaction execution assistance must be read subject to this Disclaimer, the applicable engagement letter, and the limits imposed by relevant law, regulation, and licensing requirements.
Where a transaction requires regulated execution, licensed intermediation, securities placement, investor solicitation by an authorized person, fund marketing by a regulated entity, legal sign-off, escrow, custody, trustee services, or other regulated functions, Financely may involve appropriately licensed or otherwise authorized third parties.
These third parties may include, without limitation, licensed broker-dealers, placement agents, securities firms, regulated lenders, law firms, compliance consultants, trustees, escrow agents, fund administrators, corporate service providers, paying agents, collateral agents, licensed insurance intermediaries, and other specialized service providers.
The identity, role, jurisdiction, and scope of any such third party will depend on the structure, investor base, legal classification of the instrument, marketing restrictions, distribution method, and the countries involved. Not every mandate requires a licensed third party, but where one is required, Financely reserves the right to structure the mandate around such third party participation.
If Financely determines that a licensed third party, regulated execution channel, or specialist adviser is required for lawful or prudent execution, the Client must cooperate with that structure. Refusal to do so may result in delay, suspension, or termination of the mandate.
Operational position:
Financely may originate, assess, package, coordinate, and support private debt mandates, but where the law or deal structure requires regulated execution, the relevant step is handled through licensed third parties or other properly authorized participants.
Regulatory treatment differs across jurisdictions. The same activity may be permitted in one country, restricted in another, and licensable in a third. Financely does not represent that any transaction is lawful, marketable, or executable in every jurisdiction.
Certain opportunities may be limited to professional clients, qualified purchasers, accredited investors, eligible counterparties, institutional parties, or other legally recognized categories. Financely may refuse to proceed with a mandate if eligibility, compliance, onboarding, or marketing restrictions are not satisfied.
Cross-border mandates may require separate analysis of securities laws, private placement exemptions, financial promotion rules, anti-money laundering controls, sanctions screening, data protection rules, tax considerations, local licensing rules, and documentary requirements. Financely does not assume responsibility for any jurisdiction unless expressly stated in writing.
Nothing on the Platform or in any communication issued by Financely constitutes a public offer of securities, a prospectus, an offering memorandum to the general public, or a solicitation directed at retail investors.
Any website page, proposal, memorandum, presentation, summary, term sheet draft, screening form, intake form, or discussion material is provided for general informational, transaction evaluation, or mandate assessment purposes only unless and until definitive documentation is issued through the proper channel.
Financely does not operate as a market maker, dealer inventory platform, securities exchange participant, retail order taker, or discretionary investment manager.
Our Services may include intake review, transaction assessment, risk identification, structuring recommendations, document requests, credit presentation preparation, lender-facing packaging, private debt market positioning, counterparty coordination, data room support, mandate management, and process support through closing or decline.
Financely does not act as your fiduciary, discretionary investment manager, securities custodian, trustee, or legal representative unless a written agreement expressly provides otherwise and applicable law permits it.
Financely is not a bank, not a deposit-taking institution, not an issuing bank, and not a direct lender unless explicitly stated for a particular transaction through separate documentation. We do not hold client deposits and do not represent that we ourselves will provide financing.
Advisory, structuring, packaging, transaction management, private debt placement support, lender approach strategy, and coordination with third-party professionals where necessary.
Unlicensed securities brokerage, public securities distribution, guaranteed funding, unrestricted investor solicitation in every jurisdiction, or legal execution of regulated activities without the required licenses.
Fees paid to Financely compensate advisory work, structuring effort, underwriting preparation, transaction packaging, coordination, mandate management, and related professional services. They are not payments for guaranteed capital, guaranteed investor participation, or guaranteed closing.
Licensed third parties, legal counsel, escrow providers, trustees, administrators, compliance specialists, or other service providers may have separate fees, retainers, success fees, commissions, or pass-through expenses. These may be payable by the Client directly or indirectly depending on the transaction structure and written mandate terms.
Financely reserves the right to decline or terminate mandates that, in our judgment, would require unlawful activity, improper solicitation, mischaracterization of our role, use of our materials outside agreed parameters, or attempts to avoid required regulated participants.
Financely does not provide legal advice, tax advice, accounting advice, investment advice, securities law advice, or formal regulatory opinions. Clients must obtain independent advice from appropriately qualified professionals before acting on any transaction, structure, instrument, or funding strategy.
Cross-border and securities-sensitive transactions should be reviewed by competent local counsel and, where appropriate, by regulated intermediaries. The Client is responsible for obtaining those reviews unless expressly included in a written scope of work.
The Client must provide accurate, complete, and non-misleading information at all times. Financely may rely on information supplied by the Client without independent verification unless otherwise agreed.
The Client must cooperate with KYC, AML, sanctions screening, source of funds checks, investor eligibility checks, licensing reviews, document requests, and any compliance procedures required by Financely or by any third party involved in the mandate.
The Client may not use Financely’s name, materials, proposals, transaction summaries, or engagement documents to imply regulatory status, authorization, or guaranteed funding beyond what is expressly stated in writing.
If Financely and the Client enter into a signed engagement letter, mandate agreement, advisory agreement, or similar written contract, that written contract governs the particular mandate. This Disclaimer continues to apply to the fullest extent not inconsistent with the signed agreement.
No statement by email, call, message, proposal draft, website text, or informal communication modifies this Disclaimer unless expressly confirmed in a written agreement signed by the relevant parties.
Disclaimer: Financely is a private debt and specialty finance advisory firm. Financely is not a securities broker-dealer and does not claim to perform regulated securities brokerage activity in any jurisdiction where such activity requires registration, licensing, or authorization. Financely provides advisory, structuring, packaging, and private debt placement support on a best efforts basis. Where a mandate requires regulated execution, securities placement, licensed solicitation, or other authorized activity, Financely may involve licensed third parties or other properly authorized professionals. Nothing on this page or on the Platform constitutes legal, tax, accounting, investment, or regulatory advice, nor does it constitute a public offer or solicitation to buy or sell securities. All mandates remain subject to applicable law, eligibility rules, diligence, compliance review, definitive documentation, and third-party approval.
Financely advises growth-focused businesses on accessing capital by introducing their opportunities to professional investors. Financely is not a securities broker or dealer. Where appropriate, engagements are coordinated with regulated broker-dealers, investment banks, legal counsel, and other specialists.
Financely does not solicit, offer, or accept orders to buy or sell securities and makes no assurance regarding capital-raising outcomes.
Services are strictly business-to-business. Financely does not provide personal finance, consumer credit, or retail advisory services.
Advisory services are reserved for post-revenue companies that recognize the time and resources required for professional underwriting.
To proceed,
request a quote
and receive indicative commercial terms. If you require guidance before engaging,
book a paid telephone consultation.
Security notice: we are aware of third parties using Financely’s name without authorization. Only emails sent from our official domains and communications through our portal are valid. Please verify any outreach before sharing documents or sending payments, and read our impersonation warning.
Email supportdesk@financely-group.com for general enquiries, press & partnership requests.
All mandates start with an RFQ. We review submissions, issue a brief Go/No-Go memo, and where bankable, release a Term Sheet that leads to funding. We arrange capital across Senior Secured, Unitranche, Second Lien/Mezzanine, Preferred Equity, and Gap Solutions. We do not process deals by email or chat.
Letters of Credit, Standby LCs, Confirmations, Receivables Finance, and Inventory Lines with control.
Funding arranged for trade flows with instruments sized to your cycle and aligned to delivery and settlement.
Move forward to secure working capital and keep goods moving. Submit the RFQ to start underwriting for funding.
Limited or non-recourse structures for energy and infrastructure with lender-ready materials.
Funding solutions aligned to project cash flows with credible covenants and conditions to reach notice to proceed.
Advance the file to termable status. Submit the RFQ so we can underwrite and secure funding.
Debt and Preferred solutions anchored on cash flow, Quality of Earnings, and clear closing mechanics.
Funding across senior, unitranche, and preferred to match stable cash flows and acquisition timelines.
Get financed on workable terms for closing. Submit the RFQ to start underwriting.
Acquisition, development, bridge, and refinance with lender-ready packs and third-party reports managed.
Funding calibrated to DSCR, leverage, and tenancy with terms designed to close.
Move to a financeable package. Submit the RFQ to initiate underwriting for funding.
KYC and Source of Funds required. Engagements are best-efforts and subject to underwriting. Preference for operating companies with meaningful revenue. See our FAQ and Procedure.
Financely Inc. (“Financely”) provides corporate-finance advice and is wholly owned by Aurora Bay Trust, a trust formed under Bahamian law, together with its authorized affiliates. Depending on deal structure, jurisdiction, and local rules, engagements may be carried out through Financely Group LLC, a non-deposit-taking, non-banking financial company; Ashford Capital Advisory LLC; or another related entity.
Financely and its affiliates are not registered as securities broker-dealers and do not execute securities transactions or hold client funds or securities. When a mandate involves the purchase or sale of securities and a registered intermediary is required, any orders are introduced to and executed by one or more independent U.S. broker-dealers registered with the SEC and FINRA. Those broker-dealers are solely responsible for trade execution, custody, and related regulatory obligations. Nothing in this material constitutes an offer, solicitation, or recommendation to buy or sell any security or to engage in any specific transaction. Before engaging Financely Group LLC, Ashford Capital Advisory LLC, or any affiliate, you are responsible for confirming that such engagement complies with your own legal, regulatory, tax, and other requirements. In the United States, certain advisory activities may be conducted in reliance on exemptions available under the Investment Advisers Act of 1940, including the “foreign private adviser” exemption where applicable. Our services and regulatory status may vary by jurisdiction and by transaction type.
Click
here to download our brochure. Email
supportdesk@financely-group.com for general enquiries.
Click here to view the complete regulatory disclaimer.
